UNIVEST FINANCIAL Corp
Q4 2024 13F Holdings
- Locationsouderton, PA
- Num holdings
272
- Value ($000)
$1,585,236
- Date Filed02/11/2025
- Form type13F-HR
- CIK0000102212
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $129.71M | 8 % | 2,201,021 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $108.68M | 7 % | 1,576,445 | ||
AAPL APPLE INC | COM | 037833100 | $100.09M | 6 % | 399,681 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $67.49M | 4 % | 160,123 | ||
KRE SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | $55.45M | 4 % | 2,218,830 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $43.39M | 3 % | 229,220 | ||
AMZN AMAZON COM INC | COM | 023135106 | $42.34M | 3 % | 192,970 | ||
META META PLATFORMS INC | CL A | 30303M102 | $37.44M | 2 % | 63,944 | ||
AVGO BROADCOM INC | COM | 11135F101 | $35.49M | 2 % | 153,101 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $33.76M | 2 % | 746,932 |
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